FCTDX vs. SPY
Compare and contrast key facts about Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and SPDR S&P 500 ETF (SPY).
FCTDX is managed by Fidelity. It was launched on Mar 20, 2018. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCTDX or SPY.
Correlation
The correlation between FCTDX and SPY is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FCTDX vs. SPY - Performance Comparison
Key characteristics
FCTDX:
1.48
SPY:
1.90
FCTDX:
2.00
SPY:
2.54
FCTDX:
1.28
SPY:
1.35
FCTDX:
2.34
SPY:
2.86
FCTDX:
8.55
SPY:
12.22
FCTDX:
2.32%
SPY:
1.97%
FCTDX:
13.40%
SPY:
12.69%
FCTDX:
-34.51%
SPY:
-55.19%
FCTDX:
-7.41%
SPY:
-4.17%
Returns By Period
In the year-to-date period, FCTDX achieves a -0.52% return, which is significantly higher than SPY's -0.95% return.
FCTDX
-0.52%
-6.86%
1.23%
19.26%
13.38%
N/A
SPY
-0.95%
-4.12%
4.33%
23.43%
14.00%
13.11%
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FCTDX vs. SPY - Expense Ratio Comparison
FCTDX has a 0.61% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FCTDX vs. SPY — Risk-Adjusted Performance Rank
FCTDX
SPY
FCTDX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FCTDX vs. SPY - Dividend Comparison
FCTDX's dividend yield for the trailing twelve months is around 0.35%, less than SPY's 1.22% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Strategic Advisers Fidelity U.S. Total Stock Fund | 0.35% | 0.35% | 1.05% | 1.22% | 0.80% | 1.33% | 1.50% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% |
SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FCTDX vs. SPY - Drawdown Comparison
The maximum FCTDX drawdown since its inception was -34.51%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FCTDX and SPY. For additional features, visit the drawdowns tool.
Volatility
FCTDX vs. SPY - Volatility Comparison
Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) has a higher volatility of 5.53% compared to SPDR S&P 500 ETF (SPY) at 4.69%. This indicates that FCTDX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.